智通财经APP获悉，SaaS概念早盘普遍承压，截至发稿，明源云(00909)跌3.21%，报2.11港元；中软国际(00354)跌2.79%，报3.49港元；金山软件(03888)跌2.22%，报23.74港元。
消息面上，AI恐慌重来，隔夜美股软件股再遭重创，IBM周四股价跌超8%，ServiceNow则大跌超17%。IBM最新披露的财报显示，公司的软件业务增速仅符合预期，咨询业务固定汇率下仅增长1%，市场担忧AI冲击传统业务。另外，ServiceNow预计2026年全年订阅毛利率为81.5%，低于此前的82.1%。有分析认为，相关公司的财报令投资者对“AI颠软件股的集体重挫覆“的担忧情绪卷土重来。
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